Civic Intelligence

F. Charles Heggli, D.D.S.

Plan context: F. Charles Heggli, D.D.S. Profit Sharing Plan

EIN 68-0133710 • Petaluma, CA • 29 filings • 3 plans

1436 Professional Dr Ste 301301Petaluma, CA 94954-6697
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$435,571

2024 Contributions

$49,473

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$435,571$217,786$0199920122024YearValue
$435,571Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630199920112023YearValue
6Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$435,571$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-0$435,571$0-
202316$0$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-6---
202214$297,685$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-4$297,685--
202114$375,653$49,473$12,368iApproximate average salary by contribution assumption: employee only about $309,206 at 4% or $206,138 at 6%; with 50% employer match about $206,138 at 4% or $137,425 at 6%; with 100% employer match about $154,603 at 4% or $103,069 at 6%.
F. Charles Heggli, D.D.S. Profit Sharing Plan-4$375,653$49,473$12,368iApproximate average salary by contribution assumption: employee only about $309,206 at 4% or $206,138 at 6%; with 50% employer match about $206,138 at 4% or $137,425 at 6%; with 100% employer match about $154,603 at 4% or $103,069 at 6%.
202016$294,912$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-6$294,912$0-
201914$275,694$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-4$275,694$0-
201814$225,614$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-4$225,614--
201714$240,632$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-4$240,632--
201614$208,246$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-4$208,246--
201514$196,277$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-4$196,277$0-
201414$198,759$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-4$198,759$0-
201315$264,087$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-5$264,087$0-
201215$227,985$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-5$227,985$0-
201115$206,677$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-5$206,677$0-
201015$216,649$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-5$216,649$0-
200915$194,513$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-5$194,513$0-
200814$270,515$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-4$270,515--
200714$0$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-4---
200614$326,968$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-4$326,968--
200514$292,611$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-4$292,611--
200412$292,130$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-2$292,130--
200312$279,743$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
F. Charles Heggli, D.D.S. Profit Sharing Plan-2$279,743$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200213$225,086$55,846$18,615iApproximate average salary by contribution assumption: employee only about $465,383 at 4% or $310,256 at 6%; with 50% employer match about $310,256 at 4% or $206,837 at 6%; with 100% employer match about $232,692 at 4% or $155,128 at 6%.
F. Charles Heggli, D.D.S. Profit Sharing Plan-3$225,086$55,846$18,615iApproximate average salary by contribution assumption: employee only about $465,383 at 4% or $310,256 at 6%; with 50% employer match about $310,256 at 4% or $206,837 at 6%; with 100% employer match about $232,692 at 4% or $155,128 at 6%.
200124$0$0-
F. Charles Heggli, D.D.S. Profit Sharing Plan-4---
F. Charles Heggli, D.D.S. Money Purchase Pension Plan-0---
200024$167,996$45,694$11,424iApproximate average salary by contribution assumption: employee only about $285,588 at 4% or $190,392 at 6%; with 50% employer match about $190,392 at 4% or $126,928 at 6%; with 100% employer match about $142,794 at 4% or $95,196 at 6%.
F. Charles Heggli, D.D.S. Money Purchase Pension Plan-4$96,682$27,513$6,878iApproximate average salary by contribution assumption: employee only about $171,956 at 4% or $114,638 at 6%; with 50% employer match about $114,638 at 4% or $76,425 at 6%; with 100% employer match about $85,978 at 4% or $57,319 at 6%.
F. Charles Heggli, D.D.S. Profit Sharing Plan-4$71,314$18,181$4,545iApproximate average salary by contribution assumption: employee only about $113,631 at 4% or $75,754 at 6%; with 50% employer match about $75,754 at 4% or $50,503 at 6%; with 100% employer match about $56,816 at 4% or $37,877 at 6%.
199924$142,123$45,178$11,295iApproximate average salary by contribution assumption: employee only about $282,363 at 4% or $188,242 at 6%; with 50% employer match about $188,242 at 4% or $125,494 at 6%; with 100% employer match about $141,181 at 4% or $94,121 at 6%.
F. Charles Heggli, D.D.S. Money Purchase Pension Plan-4$80,379$25,707$6,427iApproximate average salary by contribution assumption: employee only about $160,669 at 4% or $107,113 at 6%; with 50% employer match about $107,113 at 4% or $71,408 at 6%; with 100% employer match about $80,334 at 4% or $53,556 at 6%.
F. Charles Heggli, D.D.S. Profit Sharing Plan-4$61,744$19,471$4,868iApproximate average salary by contribution assumption: employee only about $121,694 at 4% or $81,129 at 6%; with 50% employer match about $81,129 at 4% or $54,086 at 6%; with 100% employer match about $60,847 at 4% or $40,565 at 6%.